VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,127 shares; 2024Q4: 187,055 shares; 2025Q1: 189,551 shares; 2025Q2: 209,344 shares; 2025Q3: 210,276 shares; 2025Q4: 186,361 shares 186,361 $58.7M 14.78% -23,915 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826,578 shares; 2024Q4: 811,864 shares; 2025Q1: 812,890 shares; 2025Q2: 855,462 shares; 2025Q3: 897,361 shares; 2025Q4: 874,166 shares 874,166 $44M 11.08% -23,195 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,618,877 shares 1,618,877 $43.2M 10.88% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,691 shares; 2024Q4: 514,036 shares; 2025Q1: 521,090 shares; 2025Q2: 553,090 shares; 2025Q3: 554,366 shares; 2025Q4: 281,867 shares 281,867 $28.2M 7.09% -272,499 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604,654 shares; 2024Q4: 598,593 shares; 2025Q1: 580,205 shares; 2025Q2: 438,873 shares; 2025Q3: 441,246 shares; 2025Q4: 371,254 shares 371,254 $28M 7.06% -69,992 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,978 shares; 2024Q4: 243,005 shares; 2025Q1: 245,854 shares; 2025Q2: 153,167 shares; 2025Q3: 151,472 shares; 2025Q4: 133,288 shares 133,288 $16M 4.04% -18,184 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,886 shares; 2024Q4: 23,561 shares; 2025Q1: 23,419 shares; 2025Q2: 23,756 shares; 2025Q3: 23,105 shares; 2025Q4: 21,443 shares 21,443 $14.6M 3.68% -1,662 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,288 shares; 2025Q3: 103,278 shares; 2025Q4: 103,278 shares 103,278 $13.7M 3.45% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 147,767 shares; 2025Q3: 149,344 shares; 2025Q4: 163,899 shares 163,899 $13.7M 3.45% +14,555 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190,799 shares 190,799 $9.61M 2.42% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,687 shares; 2024Q4: 138,574 shares; 2025Q1: 137,229 shares; 2025Q2: 131,227 shares; 2025Q3: 131,645 shares; 2025Q4: 124,049 shares 124,049 $6.67M 1.68% -7,596 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,661 shares; 2024Q4: 13,933 shares; 2025Q1: 13,790 shares; 2025Q2: 13,331 shares; 2025Q3: 13,073 shares; 2025Q4: 12,968 shares 12,968 $3.53M 0.89% -105 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 7,394 shares; 2025Q1: 7,361 shares; 2025Q2: 7,394 shares; 2025Q3: 7,212 shares; 2025Q4: 7,273 shares 7,273 $3.52M 0.89% +61 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,215 shares; 2024Q4: 25,179 shares; 2025Q1: 25,768 shares; 2025Q2: 25,707 shares; 2025Q3: 25,035 shares; 2025Q4: 27,457 shares 27,457 $3.3M 0.83% +2,422 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,533 shares; 2024Q4: 11,417 shares; 2025Q1: 11,408 shares; 2025Q2: 11,770 shares; 2025Q3: 11,946 shares; 2025Q4: 10,492 shares 10,492 $3.29M 0.83% -1,454 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,723 shares; 2024Q4: 13,657 shares; 2025Q1: 13,763 shares; 2025Q2: 13,427 shares; 2025Q3: 13,186 shares; 2025Q4: 12,996 shares 12,996 $2.97M 0.75% -190 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,820 shares; 2024Q4: 18,996 shares; 2025Q1: 18,965 shares; 2025Q2: 16,166 shares; 2025Q3: 16,058 shares; 2025Q4: 14,641 shares 14,641 $2.73M 0.69% -1,417 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,035 shares; 2024Q4: 23,035 shares; 2025Q1: 23,035 shares; 2025Q2: 23,035 shares; 2025Q3: 23,035 shares; 2025Q4: 23,035 shares 23,035 $2.54M 0.64% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,719 shares; 2024Q4: 3,719 shares; 2025Q1: 3,792 shares; 2025Q2: 3,699 shares; 2025Q3: 3,699 shares; 2025Q4: 3,683 shares 3,683 $2.52M 0.64% -16 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,236 shares; 2024Q4: 10,942 shares; 2025Q1: 11,021 shares; 2025Q2: 10,570 shares; 2025Q3: 10,664 shares; 2025Q4: 10,863 shares 10,863 $2.51M 0.63% +199 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,380 shares; 2024Q4: 55,380 shares; 2025Q1: 55,380 shares; 2025Q2: 55,380 shares; 2025Q3: 55,380 shares; 2025Q4: 55,380 shares 55,380 $2.47M 0.62% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 8,145 shares; 2025Q1: 8,164 shares; 2025Q2: 8,517 shares; 2025Q3: 8,678 shares; 2025Q4: 7,289 shares 7,289 $2.28M 0.57% -1,389 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,328 shares; 2024Q4: 10,572 shares; 2025Q1: 10,596 shares; 2025Q2: 10,270 shares; 2025Q3: 10,138 shares; 2025Q4: 10,617 shares 10,617 $2.2M 0.55% +479 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,800 shares; 2025Q1: 1,741 shares; 2025Q2: 1,846 shares; 2025Q3: 1,742 shares; 2025Q4: 2,022 shares 2,022 $2.17M 0.55% +280 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 2,859 shares; 2025Q1: 2,885 shares; 2025Q2: 2,962 shares; 2025Q3: 2,990 shares; 2025Q4: 3,147 shares 3,147 $2.08M 0.52% +157 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,605 shares; 2024Q4: 6,625 shares; 2025Q1: 6,611 shares; 2025Q2: 6,620 shares; 2025Q3: 6,423 shares; 2025Q4: 6,388 shares 6,388 $2.06M 0.52% -35 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,099 shares; 2024Q4: 27,499 shares; 2025Q1: 27,852 shares; 2025Q2: 27,480 shares; 2025Q3: 28,261 shares; 2025Q4: 29,258 shares 29,258 $2.05M 0.52% +997 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,641 shares; 2025Q3: 48,152 shares; 2025Q4: 42,585 shares 42,585 $2M 0.5% -5,567 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,857 shares; 2024Q4: 78,666 shares; 2025Q1: 76,820 shares; 2025Q2: 78,082 shares; 2025Q3: 76,594 shares; 2025Q4: 77,459 shares 77,459 $1.96M 0.49% +865 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,241 shares; 2024Q4: 528,671 shares; 2025Q1: 535,136 shares; 2025Q2: 552,759 shares; 2025Q3: 551,508 shares; 2025Q4: 74,281 shares 74,281 $1.86M 0.47% -477,227 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 7,709 shares; 2025Q1: 7,709 shares; 2025Q2: 7,627 shares; 2025Q3: 7,538 shares; 2025Q4: 7,538 shares 7,538 $1.86M 0.47% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,893 shares; 2024Q4: 6,038 shares; 2025Q1: 5,986 shares; 2025Q2: 6,069 shares; 2025Q3: 6,144 shares; 2025Q4: 5,981 shares 5,981 $1.84M 0.46% -163 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,193 shares; 2024Q4: 14,363 shares; 2025Q1: 14,360 shares; 2025Q2: 14,707 shares; 2025Q3: 14,387 shares; 2025Q4: 14,570 shares 14,570 $1.83M 0.46% +183 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 6,067 shares; 2025Q1: 6,139 shares; 2025Q2: 6,195 shares; 2025Q3: 5,915 shares; 2025Q4: 4,915 shares 4,915 $1.7M 0.43% -1,000 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,472 shares; 2024Q4: 15,830 shares; 2025Q1: 15,782 shares; 2025Q2: 15,159 shares; 2025Q3: 15,309 shares; 2025Q4: 15,434 shares 15,434 $1.62M 0.41% +125 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,615 shares; 2024Q4: 43,844 shares; 2025Q1: 43,717 shares; 2025Q2: 41,438 shares; 2025Q3: 39,637 shares; 2025Q4: 38,581 shares 38,581 $1.52M 0.38% -1,056 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 4,002 shares; 2025Q1: 4,022 shares; 2025Q2: 3,986 shares; 2025Q3: 3,947 shares; 2025Q4: 4,218 shares 4,218 $1.48M 0.37% +271 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,759 shares; 2024Q4: 5,843 shares; 2025Q1: 5,886 shares; 2025Q2: 5,971 shares; 2025Q3: 5,967 shares; 2025Q4: 6,109 shares 6,109 $1.41M 0.36% +142 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,019 shares; 2024Q4: 4,054 shares; 2025Q1: 4,060 shares; 2025Q2: 3,857 shares; 2025Q3: 3,734 shares; 2025Q4: 3,626 shares 3,626 $1.34M 0.34% -108 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 3,394 shares; 2025Q1: 3,414 shares; 2025Q2: 3,406 shares; 2025Q3: 3,477 shares; 2025Q4: 2,897 shares 2,897 $1.3M 0.33% -580 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 2,501 shares; 2025Q1: 2,482 shares; 2025Q2: 2,334 shares; 2025Q3: 2,206 shares; 2025Q4: 2,148 shares 2,148 $1.3M 0.33% -58 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,921 shares; 2024Q4: 13,196 shares; 2025Q1: 13,196 shares; 2025Q2: 13,190 shares; 2025Q3: 13,190 shares; 2025Q4: 13,190 shares 13,190 $1.27M 0.32% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,815 shares; 2024Q4: 6,911 shares; 2025Q1: 6,936 shares; 2025Q2: 6,647 shares; 2025Q3: 6,530 shares; 2025Q4: 6,558 shares 6,558 $1.2M 0.3% +28 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,807 shares; 2024Q4: 15,215 shares; 2025Q1: 15,211 shares; 2025Q2: 15,799 shares; 2025Q3: 15,817 shares; 2025Q4: 15,405 shares 15,405 $1.19M 0.3% -412 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,836 shares; 2024Q4: 191,229 shares; 2025Q1: 207,686 shares; 2025Q2: 220,743 shares; 2025Q3: 206,571 shares; 2025Q4: 23,018 shares 23,018 $1.17M 0.3% -183,553 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,183 shares; 2025Q1: 2,219 shares; 2025Q2: 2,253 shares; 2025Q3: 2,153 shares; 2025Q4: 2,282 shares 2,282 $1.15M 0.29% +129 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares 2,525 $1.12M 0.28% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,728 shares; 2025Q1: 1,753 shares; 2025Q2: 1,850 shares; 2025Q3: 1,825 shares; 2025Q4: 1,960 shares 1,960 $1.12M 0.28% +135 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,542 shares; 2024Q4: 21,989 shares; 2025Q1: 22,531 shares; 2025Q2: 24,939 shares; 2025Q3: 25,252 shares; 2025Q4: 29,487 shares 29,487 $1.09M 0.27% +4,235 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,842 shares; 2025Q1: 3,030 shares; 2025Q2: 3,241 shares; 2025Q3: 3,287 shares; 2025Q4: 4,205 shares 4,205 $1.08M 0.27% +918 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,909 shares; 2024Q4: 4,030 shares; 2025Q1: 3,885 shares; 2025Q2: 3,771 shares; 2025Q3: 3,771 shares; 2025Q4: 7,504 shares 7,504 $1.08M 0.27% +3,733 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,705 shares; 2025Q1: 2,716 shares; 2025Q2: 4,535 shares; 2025Q3: 4,553 shares; 2025Q4: 4,316 shares 4,316 $1.05M 0.26% -237 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,069 shares; 2024Q4: 7,906 shares; 2025Q1: 7,978 shares; 2025Q2: 8,970 shares; 2025Q3: 8,756 shares; 2025Q4: 9,210 shares 9,210 $1.03M 0.26% +454 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,039 shares; 2024Q4: 7,421 shares; 2025Q1: 7,421 shares; 2025Q2: 6,985 shares; 2025Q3: 6,885 shares; 2025Q4: 6,881 shares 6,881 $974K 0.25% -4 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 539 shares; 2025Q4: 1,274 shares 1,274 $960K 0.24% +735 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,848 shares; 2024Q4: 4,071 shares; 2025Q1: 4,099 shares; 2025Q2: 4,209 shares; 2025Q3: 4,282 shares; 2025Q4: 4,740 shares 4,740 $924K 0.23% +458 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,708 shares; 2025Q1: 1,701 shares; 2025Q2: 1,774 shares; 2025Q3: 1,725 shares; 2025Q4: 1,642 shares 1,642 $858K 0.22% -83 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 3,356 shares; 2025Q1: 3,459 shares; 2025Q2: 4,217 shares; 2025Q3: 4,919 shares; 2025Q4: 5,460 shares 5,460 $832K 0.21% +541 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,762 shares; 2024Q4: 7,309 shares; 2025Q1: 7,380 shares; 2025Q2: 8,088 shares; 2025Q3: 8,144 shares; 2025Q4: 8,270 shares 8,270 $771K 0.19% +126 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,900 shares; 2024Q4: 15,900 shares; 2025Q1: 15,900 shares; 2025Q2: 15,900 shares; 2025Q3: 15,900 shares; 2025Q4: 15,900 shares 15,900 $765K 0.19% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,271 shares; 2025Q1: 1,355 shares; 2025Q2: 1,268 shares; 2025Q3: 1,299 shares; 2025Q4: 1,329 shares 1,329 $761K 0.19% +30 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,605 shares; 2024Q4: 3,605 shares; 2025Q1: 3,605 shares; 2025Q2: 3,605 shares; 2025Q3: 3,605 shares; 2025Q4: 3,605 shares 3,605 $754K 0.19% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,234 shares; 2025Q1: 1,234 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,141 shares 1,141 $746K 0.19% -22 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,743 shares; 2025Q1: 1,746 shares; 2025Q2: 1,888 shares; 2025Q3: 1,916 shares; 2025Q4: 2,229 shares 2,229 $736K 0.19% +313 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,679 shares; 2024Q4: 15,679 shares; 2025Q1: 15,679 shares; 2025Q2: 14,851 shares; 2025Q3: 14,851 shares; 2025Q4: 14,851 shares 14,851 $713K 0.18% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 1,999 shares; 2025Q1: 1,978 shares; 2025Q2: 2,007 shares; 2025Q3: 1,941 shares; 2025Q4: 2,055 shares 2,055 $707K 0.18% +114 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,871 shares; 2025Q1: 2,871 shares; 2025Q2: 2,902 shares; 2025Q3: 2,809 shares; 2025Q4: 2,629 shares 2,629 $696K 0.18% -180 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,692 shares; 2025Q1: 2,808 shares; 2025Q2: 3,379 shares; 2025Q3: 3,588 shares; 2025Q4: 3,210 shares 3,210 $687K 0.17% -378 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,149 shares; 2024Q4: 35,630 shares; 2025Q1: 29,885 shares; 2025Q2: 25,071 shares; 2025Q3: 24,933 shares; 2025Q4: 13,926 shares 13,926 $678K 0.17% -11,007 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,438 shares; 2024Q4: 11,421 shares; 2025Q1: 11,490 shares; 2025Q2: 11,980 shares; 2025Q3: 11,980 shares; 2025Q4: 11,986 shares 11,986 $659K 0.17% +6 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,543 shares; 2024Q4: 10,543 shares; 2025Q1: 10,543 shares; 2025Q2: 10,543 shares; 2025Q3: 10,543 shares; 2025Q4: 10,543 shares 10,543 $659K 0.17% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,646 shares; 2025Q1: 2,630 shares; 2025Q2: 2,632 shares; 2025Q3: 2,638 shares; 2025Q4: 2,550 shares 2,550 $656K 0.17% -88 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,855 shares; 2024Q4: 19,449 shares; 2025Q1: 19,477 shares; 2025Q2: 20,532 shares; 2025Q3: 20,887 shares; 2025Q4: 24,987 shares 24,987 $621K 0.16% +4,100 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 687 shares; 2025Q1: 700 shares; 2025Q2: 746 shares; 2025Q3: 728 shares; 2025Q4: 711 shares 711 $613K 0.15% -17 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217,251 shares; 2025Q4: 11,611 shares 11,611 $583K 0.15% -205,640 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,470 shares; 2024Q4: 10,417 shares; 2025Q1: 10,417 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares 10,400 $569K 0.14% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 364 shares; 2025Q1: 381 shares; 2025Q2: 461 shares; 2025Q3: 467 shares; 2025Q4: 453 shares 453 $550K 0.14% -14 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 575 shares; 2025Q1: 566 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 5,598 shares 5,598 $525K 0.13% +5,037 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,205 shares; 2024Q4: 109,594 shares; 2025Q1: 109,779 shares; 2025Q2: 109,809 shares; 2025Q3: 3,777 shares; 2025Q4: 3,359 shares 3,359 $481K 0.12% -418 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 1,644 shares; 2025Q1: 1,645 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,356 shares 1,356 $479K 0.12% -319 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,305 shares; 2025Q1: 1,341 shares; 2025Q2: 1,824 shares; 2025Q3: 1,824 shares; 2025Q4: 1,758 shares 1,758 $477K 0.12% -66 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares; 2025Q4: 1,668 shares 1,668 $476K 0.12% +34 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 4,364 shares; 2025Q1: 4,364 shares; 2025Q2: 4,551 shares; 2025Q3: 4,603 shares; 2025Q4: 4,770 shares 4,770 $466K 0.12% +167 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,507 shares; 2025Q1: 2,590 shares; 2025Q2: 2,760 shares; 2025Q3: 2,678 shares; 2025Q4: 2,886 shares 2,886 $463K 0.12% +208 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 1,042 shares; 2025Q1: 1,036 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 937 shares 937 $459K 0.12% -51 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 932 shares; 2025Q1: 934 shares; 2025Q2: 887 shares; 2025Q3: 887 shares; 2025Q4: 888 shares 888 $454K 0.11% +1 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,287 shares; 2025Q3: 1,133 shares; 2025Q4: 1,394 shares 1,394 $426K 0.11% +261 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 3,256 shares; 2025Q1: 3,285 shares; 2025Q2: 3,346 shares; 2025Q3: 3,356 shares; 2025Q4: 3,340 shares 3,340 $420K 0.11% -16 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 725 shares; 2025Q1: 717 shares; 2025Q2: 621 shares; 2025Q3: 708 shares; 2025Q4: 738 shares 738 $418K 0.11% +30 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares 2,375 $416K 0.1% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,288 shares; 2024Q4: 12,038 shares; 2025Q1: 12,834 shares; 2025Q2: 14,272 shares; 2025Q3: 14,872 shares; 2025Q4: 16,826 shares 16,826 $404K 0.1% +1,954 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,909 shares; 2025Q3: 2,878 shares; 2025Q4: 2,265 shares 2,265 $403K 0.1% -613 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,983 shares; 2024Q4: 3,131 shares; 2025Q1: 3,119 shares; 2025Q2: 2,853 shares; 2025Q3: 2,843 shares; 2025Q4: 2,780 shares 2,780 $402K 0.1% -63 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,542 shares; 2024Q4: 13,626 shares; 2025Q1: 14,076 shares; 2025Q2: 14,082 shares; 2025Q3: 14,082 shares; 2025Q4: 14,501 shares 14,501 $398K 0.1% +419 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,627 shares; 2025Q1: 1,634 shares; 2025Q2: 1,715 shares; 2025Q3: 1,630 shares; 2025Q4: 1,645 shares 1,645 $397K 0.1% +15 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,507 shares; 2025Q3: 4,659 shares; 2025Q4: 4,842 shares 4,842 $394K 0.1% +183 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 4,299 shares; 2025Q1: 4,526 shares; 2025Q2: 5,082 shares; 2025Q3: 4,766 shares; 2025Q4: 4,836 shares 4,836 $388K 0.1% +70 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 714 shares; 2025Q1: 718 shares; 2025Q2: 647 shares; 2025Q3: 605 shares; 2025Q4: 669 shares 669 $388K 0.1% +64 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,216 shares; 2025Q1: 2,194 shares; 2025Q2: 2,161 shares; 2025Q3: 2,161 shares; 2025Q4: 2,175 shares 2,175 $386K 0.1% +14 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 1,024 shares; 2025Q1: 1,025 shares; 2025Q2: 1,347 shares; 2025Q3: 1,330 shares; 2025Q4: 1,101 shares 1,101 $385K 0.1% -229 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 9,113 shares; 2025Q1: 8,932 shares; 2025Q2: 8,707 shares; 2025Q3: 8,581 shares; 2025Q4: 9,323 shares 9,323 $380K 0.1% +742 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,306 shares; 2025Q1: 1,280 shares; 2025Q2: 1,254 shares; 2025Q3: 1,181 shares; 2025Q4: 1,188 shares 1,188 $378K 0.1% +7 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,919 shares; 2025Q4: 1,919 shares 1,919 $371K 0.09% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 2,460 shares; 2025Q1: 2,597 shares; 2025Q2: 2,697 shares; 2025Q3: 2,402 shares; 2025Q4: 2,764 shares 2,764 $353K 0.09% +362 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,973 shares; 2025Q1: 1,819 shares; 2025Q2: 2,002 shares; 2025Q3: 1,927 shares; 2025Q4: 2,410 shares 2,410 $346K 0.09% +483 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,553 shares 1,553 $341K 0.09% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,897 shares; 2025Q1: 1,951 shares; 2025Q2: 2,113 shares; 2025Q3: 1,998 shares; 2025Q4: 1,992 shares 1,992 $341K 0.09% -6 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 494 shares; 2025Q1: 502 shares; 2025Q2: 526 shares; 2025Q3: 507 shares; 2025Q4: 512 shares 512 $339K 0.09% +5 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,136 shares; 2024Q4: 10,503 shares; 2025Q1: 10,410 shares; 2025Q2: 11,268 shares; 2025Q3: 11,030 shares; 2025Q4: 12,162 shares 12,162 $334K 0.08% +1,132 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 2,973 shares; 2025Q1: 2,932 shares; 2025Q2: 2,973 shares; 2025Q3: 2,820 shares; 2025Q4: 2,911 shares 2,911 $329K 0.08% +91 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,745 shares; 2025Q1: 2,758 shares; 2025Q2: 2,871 shares; 2025Q3: 3,146 shares; 2025Q4: 3,385 shares 3,385 $325K 0.08% +239 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 580 shares; 2025Q1: 596 shares; 2025Q2: 660 shares; 2025Q3: 858 shares; 2025Q4: 684 shares 684 $321K 0.08% -174 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 875 shares; 2025Q1: 893 shares; 2025Q2: 887 shares; 2025Q3: 887 shares; 2025Q4: 951 shares 951 $311K 0.08% +64 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 989 shares; 2025Q1: 958 shares; 2025Q2: 856 shares; 2025Q3: 862 shares; 2025Q4: 1,045 shares 1,045 $310K 0.08% +183 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 867 shares; 2025Q1: 905 shares; 2025Q2: 890 shares; 2025Q3: 892 shares; 2025Q4: 980 shares 980 $306K 0.08% +88 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 2,259 shares; 2025Q1: 2,267 shares; 2025Q2: 2,013 shares; 2025Q3: 2,013 shares; 2025Q4: 1,854 shares 1,854 $300K 0.08% -159 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,391 shares; 2025Q1: 2,410 shares; 2025Q2: 2,785 shares; 2025Q3: 2,680 shares; 2025Q4: 2,610 shares 2,610 $297K 0.07% -70 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 334 shares 334 $294K 0.07% -28 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,108 shares; 2024Q4: 4,048 shares; 2025Q1: 3,456 shares; 2025Q2: 4,604 shares; 2025Q3: 4,604 shares; 2025Q4: 4,806 shares 4,806 $288K 0.07% +202 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,628 shares 3,628 $288K 0.07% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 1,530 shares; 2025Q1: 1,532 shares; 2025Q2: 1,503 shares; 2025Q3: 1,220 shares; 2025Q4: 1,253 shares 1,253 $287K 0.07% +33 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,578 shares; 2025Q1: 3,707 shares; 2025Q2: 3,315 shares; 2025Q3: 3,658 shares; 2025Q4: 3,536 shares 3,536 $279K 0.07% -122 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,701 shares; 2025Q2: 2,612 shares; 2025Q3: 2,707 shares; 2025Q4: 2,730 shares 2,730 $273K 0.07% +23 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,356 shares; 2025Q1: 1,378 shares; 2025Q2: 1,459 shares; 2025Q3: 1,459 shares; 2025Q4: 1,430 shares 1,430 $269K 0.07% -29 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,248 shares 2,248 $263K 0.07% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 575 shares; 2025Q3: 560 shares; 2025Q4: 561 shares 561 $263K 0.07% +1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 2,408 shares; 2025Q1: 2,460 shares; 2025Q2: not reported; 2025Q3: 2,160 shares; 2025Q4: 2,774 shares 2,774 $260K 0.07% +614 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 179 shares; 2025Q1: 180 shares; 2025Q2: 174 shares; 2025Q3: 167 shares; 2025Q4: 150 shares 150 $254K 0.06% -17 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 875 shares 875 $250K 0.06% +23 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 665 shares; 2025Q1: 669 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 710 shares 710 $250K 0.06% +14 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,508 shares; 2025Q1: 1,509 shares; 2025Q2: 1,506 shares; 2025Q3: 1,155 shares; 2025Q4: 917 shares 917 $246K 0.06% -238 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 481 shares 481 $246K 0.06% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 322 shares; 2025Q4: 303 shares 303 $245K 0.06% -19 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,951 shares; 2025Q4: 2,926 shares 2,926 $244K 0.06% -25 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,205 shares; 2025Q1: 1,233 shares; 2025Q2: 1,291 shares; 2025Q3: 1,376 shares; 2025Q4: 1,355 shares 1,355 $235K 0.06% -21 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 849 shares 849 $232K 0.06% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,895 shares; 2024Q4: 3,425 shares; 2025Q1: 3,425 shares; 2025Q2: not reported; 2025Q3: 2,157 shares; 2025Q4: 2,157 shares 2,157 $226K 0.06% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,166 shares; 2025Q3: 1,178 shares; 2025Q4: 1,224 shares 1,224 $225K 0.06% +46 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,131 shares; 2025Q3: 4,131 shares; 2025Q4: 3,695 shares 3,695 $217K 0.05% -436 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 696 shares; 2025Q4: 744 shares 744 $215K 0.05% +48 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,641 shares; 2025Q3: 2,641 shares; 2025Q4: 2,624 shares 2,624 $214K 0.05% -17 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,224 shares; 2025Q3: not reported; 2025Q4: 3,535 shares 3,535 $212K 0.05% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 447 shares 447 $209K 0.05% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,981 shares 1,981 $209K 0.05% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,806 shares 1,806 $208K 0.05% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,725 shares; 2024Q4: 4,115 shares; 2025Q1: 4,115 shares; 2025Q2: 4,115 shares; 2025Q3: 4,115 shares; 2025Q4: 4,115 shares 4,115 $208K 0.05% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,154 shares 1,154 $208K 0.05% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,196 shares; 2025Q1: 2,230 shares; 2025Q2: 2,305 shares; 2025Q3: 2,214 shares; 2025Q4: 1,846 shares 1,846 $207K 0.05% -368 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228 shares; 2025Q4: 228 shares 228 $207K 0.05% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,449 shares; 2025Q1: 1,449 shares; 2025Q2: not reported; 2025Q3: 712 shares; 2025Q4: 712 shares 712 $207K 0.05% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 3,003 shares; 2025Q1: not reported; 2025Q2: 2,916 shares; 2025Q3: 2,938 shares; 2025Q4: 2,405 shares 2,405 $204K 0.05% -533 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 979 shares 979 $204K 0.05% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,180 shares; 2024Q4: not reported; 2025Q1: 3,830 shares; 2025Q2: 3,830 shares; 2025Q3: 3,830 shares; 2025Q4: 3,830 shares 3,830 $203K 0.05% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,999 shares; 2025Q3: 3,191 shares; 2025Q4: 3,140 shares 3,140 $200K 0.05% -51 Timeline